PUBLICATIONS

Think holistically

Impact Investing and European Wealth Managers: Why Impact Investing Will Go Mainstream and Evolve to Suit European Investors, Global Handbook of Impact Investing: Solving Global Problems Via Smarter Capital Markets Towards A More Sustainable Society, John Wiley & Sons  (this title will be released on December 30, 2020).

How MiFID II and IDD product suitability assessment within the framework of the European Commission´s Action Plan “Financing Sustainable Growth” could constitute a formidable opportunity to leverage and democratize Impact Investing in all European and non-European investors. [read abstract]

Common Reporting Standard: the Blockchain-based assets case, International tax and regulation on virtual assets in an era of financial information transparency, University of Lausanne, November 2019 [read]

Automatic exchange of financial information in tax matters: and the crypto-assets? Swiss Institute of Fight against Economic Crime, October 2019 (in French) [read]

Sustainable financial planning 2.0, Point de Mire, La Tribune Indépendante des Entrepreneurs de la Finance, Occupational Benefits, No. 68, Spring 2017 (in French) [read]

Pension solutions, Journal of Credit Suisse Private Banking, June 2012 (in French).

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